Office of Research Update Financial Accounts - Office of Research

Update Financial Accounts

Change Default Financial Account:

  1. Go to PPMS start page https://ppms.us/ucdavis/start
  2. Select the core of interest under Facilities available in UC Davis and log in
  3. From HOME >> PROFILE, under Default Financial Account Number
    Select Change your default account number
  4. Under Please enter the new account number, click inside the text box
    • UC Davis Users:
      Add the financial account number as provided by your PI or lab manager.
      The financial account number has the format X-XXXXXXX with a mixture of numbers and capital letters (a 5-character subaccount may be included at the end.
    • External Users:
      Select an account type from the drop-down list:
      Ext-UCs: Select your university
      Ext-NP & FP: Select Purchase Order
      Add the financial account number as provided by your PI or lab manager.
  5. Previously validated numbers will appear in a drop down as you begin typing.
    If the account number does not appear in the dropdown, select Create a new account (approval will be required)
  6. Click Save
  7. Confirm by clicking Ok

Add Additional Financial Accounts

  1. Go to PPMS start page https://ppms.us/ucdavis/start
  2. Select the core of interest under Facilities available in UC Davis and log in
  3. From HOME >> PROFILE, under Request authorization to USE a financial account, select New account authorization request
  4. Select an account type from the drop-down list:
    • UC Davis Users: UC Davis KFS Account should be pre-selected (Format: X-XXXXXXX)
    • Ext-UCs: Select your university
    • Ext-NP & FP: Select Purchase Order
  5. Add the financial account number as provided by your PI or lab manager.
    Previously validated numbers will appear in a drop down as you begin typing.
    If the account number does not appear in the dropdown, select Create a new account (approval will be required)
  6. Click Save
  7. Confirm by clicking Ok